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Feb 7, 2013
02/13
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economy, a strong dollar is good for consumption, and consumption 70% of u.s. gdp. that's why u.s. equities in the currency war scenario i think is very accurate and actually look pretty compelling. >> i guess my only concern, getting back to the consumer spending, not seeing wage growth in the country and if we don't see wage growth consumers will have a tough time spending beyond their car or their house. that story has been done and documented. look at restaurants and the malls and look at retailers, it really isn't that strong of a picture so i think, you know, to say that the u.s. consumer is doing great is going to drive gdp. i don't know if we're seeing that. the retail sales numbers weren't that great today. >> i think it's all to some extent forward looking, but your point on income is a fair one. at the same time, income or, you know, the wealth of somebody increases with a stronger dollar and a higher home price so there's the income and the balance sheet side of the consumer. >> i guess the question is in terms of the broad economy. we know it's not necessarily fundamen
economy, a strong dollar is good for consumption, and consumption 70% of u.s. gdp. that's why u.s. equities in the currency war scenario i think is very accurate and actually look pretty compelling. >> i guess my only concern, getting back to the consumer spending, not seeing wage growth in the country and if we don't see wage growth consumers will have a tough time spending beyond their car or their house. that story has been done and documented. look at restaurants and the malls and...
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Feb 19, 2013
02/13
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i do not believe that our u.s. government is helping the likes of ge and 3m and everybody else steal from the chinese. it's not equivalent, asymmetric list. >> the detail, the name of one of the hackers in china. they called him ugly gorilla in that report. >> the other one was called super hard. >> i'm not going to get into that. anyway, you should read the report in it's full entirety. >> u.s. companies fighting back against president obama's new health care law. financial times reporting a few employers considering cutting hours of workers so they are not qualified as fulltime workers, rather than in insuring their staff. and other things, paying the penalty instead of paying to in sure. we could have seen this coming, couldn't we? >> there's gambling in casablanca, tyler. i can't believe it. look, remember when they started prescription drug plan for elderly seniors. before medicare didn't cover that. part d. do you know what a good chunk of the cost was? the government wrote checks to corporations so they woul
i do not believe that our u.s. government is helping the likes of ge and 3m and everybody else steal from the chinese. it's not equivalent, asymmetric list. >> the detail, the name of one of the hackers in china. they called him ugly gorilla in that report. >> the other one was called super hard. >> i'm not going to get into that. anyway, you should read the report in it's full entirety. >> u.s. companies fighting back against president obama's new health care law....
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Feb 4, 2013
02/13
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or wasn't going to mean for the u.s., then you have the fed come out in december and say they would buy $45 million in treasuries out again and gold price came down $150 bucks. >> tom, thanks so much. we will do final trades after this short break. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ we all work remotely so this is a big deal, our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. an
or wasn't going to mean for the u.s., then you have the fed come out in december and say they would buy $45 million in treasuries out again and gold price came down $150 bucks. >> tom, thanks so much. we will do final trades after this short break. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain...
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Feb 19, 2013
02/13
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the u.s. stock market is the best place to put money right now. that's a positive feedback loop that's helping. you want to see a positive? this is the market, the bottom of november. this is total stock market. vanguard's total stock market. u.s., all of it. this is the total bond market. you're up 13% since november. total bond markets down 2 or 3%. that's a positive feed back loop. that will break someday. that's not going to continue forever. for the moment nothing is changing it. what would. homeowners index surprising. if you look at the numbers, traffic was lighter than anticipated. it was supposed to be home. we saw home building stocks like len ar, they are looking a little topy. look at lennar, they have been looking a little topy. that's what i mean. the market doesn't seem to be worried. it wasn't worried last week. i thought walmart, the leak from walmart saying higher taxes were hurting walmart. it hurt walmart, certainly, look at that but hasn't stopped overall market. that's th
the u.s. stock market is the best place to put money right now. that's a positive feedback loop that's helping. you want to see a positive? this is the market, the bottom of november. this is total stock market. vanguard's total stock market. u.s., all of it. this is the total bond market. you're up 13% since november. total bond markets down 2 or 3%. that's a positive feed back loop. that will break someday. that's not going to continue forever. for the moment nothing is changing it. what...
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Feb 19, 2013
02/13
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best buy this, company is playing in the u.s. electronic and appliance space, 5.5% growth and they are commodity pricing, and when you look at their numbers, earnings are going in the wrong direct. >> google is in the space and i think if office max and depot can come together, that's very attractive to somebody out there. >> best buy's debt is trading on the junk status so this company is not focused on both. they are forced to play defense. they need toer is visit that debt and that point to the lack of flexibility that the brick and model creates. i think that there's room for google, amazon and netflix. >> rethinking the experience. obviously has created. obviousy will have that about but it's not about the change in business. target has done it and seers has, and you're seeing that today in the charts. >> i need to disagree on this one. i think they ear going into the low single digits and the junk debt is it theus, the operating cash in this country is really deteriorated. i want to look at the e-commerce rather than a best
best buy this, company is playing in the u.s. electronic and appliance space, 5.5% growth and they are commodity pricing, and when you look at their numbers, earnings are going in the wrong direct. >> google is in the space and i think if office max and depot can come together, that's very attractive to somebody out there. >> best buy's debt is trading on the junk status so this company is not focused on both. they are forced to play defense. they need toer is visit that debt and...
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Feb 21, 2013
02/13
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sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the product they are selling, groupon goods, tend to lower margin. the one risk is we think this is positive for revenue but that drives the stock higher. one of the concerns we have is goods number means for the overall gross margin. >> groupon has been a push company. they fill your in box with stuff. fewer people are checking them out. it's trying to become a pull company, a mobile company. is it doing it well, gene, and is groupon the same company it was 12 months ago? >> it's a different company than it was 12 months ago, and i think that w
sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the...
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Feb 6, 2013
02/13
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so, a harty congratulations goes out tonight to the u.s. postal service, whiches is trying to keep up with the times in the 21st century and the age of the internet. much has been said about the news today that the post office plans to eliminate letter deliveries on saturdays. that move estimates to save some $2 billion a year. it's a start. but let's not forget that last year, the post office lost $16 billion. i understand the reaction is mixed on this. many people will be inconvenienced without mail on saturday. but any kind of kuchlts will, of course, inconvenience some. but the troubling aspect of all of this is who some of the loudest nay sayers of this move are. name little our lawmakers. sadly, this is the one lawmaker where there seems to be support. republican senator susan collins saying cuts services should be a last resort. democratic snoshg mark begich says it was a bad news. these are, of course, the same people who need to get serious about government spending, before america has a true crisis. what the post office is doing i
so, a harty congratulations goes out tonight to the u.s. postal service, whiches is trying to keep up with the times in the 21st century and the age of the internet. much has been said about the news today that the post office plans to eliminate letter deliveries on saturdays. that move estimates to save some $2 billion a year. it's a start. but let's not forget that last year, the post office lost $16 billion. i understand the reaction is mixed on this. many people will be inconvenienced...
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Feb 25, 2013
02/13
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>> working on it. >> one top u.s. intelligence official is on record saying that the chinese have already aggressively infiltrated the computer networks of some u.s. banks and are operating inside u.s. electrical grids, mapping out our networks and presumably leaving behind malicious software that could be used to sabotage the system. can a penetrator or a perpetrator leave behind-- >> yes. >> little things that will allow them to be there and watch and look and listen? >> any successful penetration has the potential for leaving behind a capability. >> do we believe that there are--that governments have planted code in the power grid? >> steve, i would be shocked if we were in a situation where tools and capabilities and techniques have not been left in u.s. computer and information systems. >> of all the critical components in the u.s. infrastructure, the power grid is one of the most vulnerable to cyber attack. that's because the power grid is run and regulated by private utilities, which are unbeholden to governmen
>> working on it. >> one top u.s. intelligence official is on record saying that the chinese have already aggressively infiltrated the computer networks of some u.s. banks and are operating inside u.s. electrical grids, mapping out our networks and presumably leaving behind malicious software that could be used to sabotage the system. can a penetrator or a perpetrator leave behind-- >> yes. >> little things that will allow them to be there and watch and look and listen?...
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Feb 21, 2013
02/13
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be in u.s. . stocks provide a yield of less than 2%, which historically is towards the low end of the long-term historical range. sure it's a lot better than it was 12 years ago but it's pretty anemic. secondly, profits are a larger share of gdp than they've been any time historically since 1929 and wages are the lowest share of gdp since 1937. so put those together and rising earnings from these levels would be a formula for occupy wall street to suddenly become a mainstream movement. >> what's the trade right now? you brought some heat, right, with your thoughts to get out of u.s. stocks, then shine some light on people. to be?o they need >> sure, sure. there's always something invest in. to faced what i call a 3d deficits down? ef mer emerging markets debt has better debt coverage ratios and yet they pay a much higher yield. yield 70 basis points more than u.s. stocks. in an efficient market that would mean their growth rate must be 70 basis points slower. well, i don't think that's going to ha
be in u.s. . stocks provide a yield of less than 2%, which historically is towards the low end of the long-term historical range. sure it's a lot better than it was 12 years ago but it's pretty anemic. secondly, profits are a larger share of gdp than they've been any time historically since 1929 and wages are the lowest share of gdp since 1937. so put those together and rising earnings from these levels would be a formula for occupy wall street to suddenly become a mainstream movement. >>...
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Feb 11, 2013
02/13
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the u.s. struggling with extreme weather. >> digging out from nemo, residents and u.s. businesses hope to resume to normal business after mother nature dumped nearly three feet of snow in some areas. >>> and ben affleck's iran hostage drama "argo" picks up the best film accolade. daniel day-lewis wins best actor. >>> we're up for another week. we might do what they did and share the love around. >> i read the reports. we're going to talk about it later. there was no one dominant film. >> i thought it was interesting that "argo" won best picture? it was a great movie, but best movie? really? is that the -- >> "lincoln" only got -- sometimes they're quite clued up. the nominations were very similar. do you think lincoln would do better than it did. >> daniel day-lewis picked up an award. help recap for those of us who didn't catch the whole thing or any of it, frankly, but yeah, britain's big film night. now it's time for the u.s. in a couple of weeks. >> besides that, plenty of other things we'
the u.s. struggling with extreme weather. >> digging out from nemo, residents and u.s. businesses hope to resume to normal business after mother nature dumped nearly three feet of snow in some areas. >>> and ben affleck's iran hostage drama "argo" picks up the best film accolade. daniel day-lewis wins best actor. >>> we're up for another week. we might do what they did and share the love around. >> i read the reports. we're going to talk about it later....
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Feb 11, 2013
02/13
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then the u.s. fiscal cliff. i think a number of consumers said, look, i will will hunker down until i see clarity. we think that exactly what we got at the beginning of the year. u.s. did not go over the fiscal cliff. we will see some flash point with congressional leaders, leader this year. by and large, even though the unemployment data isn't what we expected, the revisions were pretty good. >> anything that keeps you up or details you or significantly changes the forecast? >> of course we do worry about the rise of the euro. so the euro area is still somewhat meyered in recession. we're hoping they will pull out of it from this year. but a strengthening of the euro certainly makes that road a lot harder for europe since they are a big expert oriented economy. that's one thing of course if it rises too far too fast, that could be a big concern. and ride? crude oil prices is something else that could be detrimental. we don't see that as a big issue because as we saw in the trade data on friday, we have nothing
then the u.s. fiscal cliff. i think a number of consumers said, look, i will will hunker down until i see clarity. we think that exactly what we got at the beginning of the year. u.s. did not go over the fiscal cliff. we will see some flash point with congressional leaders, leader this year. by and large, even though the unemployment data isn't what we expected, the revisions were pretty good. >> anything that keeps you up or details you or significantly changes the forecast? >> of...
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Feb 20, 2013
02/13
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what is happening is this -- all this o oil in the u.s. is being generated and it has to get somewhere p. so the pipelines are strained for capacity. so where is it going to go? railroads are a great opportunity. and there's track already laid that they can utilize to move that oil to where it needs to go. >> marathon mpc make the case. quickly please jill. >> marathon, same thing. refiners, what has been holding up energy in the u.s., is limited capacity for refiners. they have a long runway ahead of them even though they add great run up last year. >> jill that was good. thank you for joining us. >> did move her through that. more like a hustle than a boogie. >> there you go. >> taxpayer toga party. how america is getting drunk on student loans and maybe has little if nothing to show from it. the patient, presented with a hairline fracture to the mandible and contusions to the metacarpus. what do you see? um, i see a duck. be more specific. i see the aflac duck. i see the aflac duck out of work and not making any money. i see him moving
what is happening is this -- all this o oil in the u.s. is being generated and it has to get somewhere p. so the pipelines are strained for capacity. so where is it going to go? railroads are a great opportunity. and there's track already laid that they can utilize to move that oil to where it needs to go. >> marathon mpc make the case. quickly please jill. >> marathon, same thing. refiners, what has been holding up energy in the u.s., is limited capacity for refiners. they have a...
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Feb 4, 2013
02/13
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trying to get into the sports globery and u.s. providing the software platform for fantasy football. more than 30 million people play fantasy football. billions of dollars. keep an eye on sap. >> i'm shocked people had a good time in new orleans over the super bowl. >> yeah. breaking news. people having a good time in new orleans. >> bourbon street, beads -- >> and various other things. >> and baltimore's beat down. >> okay. let's's talk about the ads, right? so much more than just the sport. personally, i tuned in for the ads. overall feeling from our staff was a collective, meh. julia boorstin, who was the biggest winner in the ad world? >> the biggest winner wasn't an advertiser but social media andand twitter in particular. and over 24 million tweets about the game and halftime show alone plus millions more additional tweets about the ads. perhaps most importantly, twitter helped advertisers make the most of the 34-minute black out wasting in time, ads around surges for power outages began four minutes after the lights went ou
trying to get into the sports globery and u.s. providing the software platform for fantasy football. more than 30 million people play fantasy football. billions of dollars. keep an eye on sap. >> i'm shocked people had a good time in new orleans over the super bowl. >> yeah. breaking news. people having a good time in new orleans. >> bourbon street, beads -- >> and various other things. >> and baltimore's beat down. >> okay. let's's talk about the ads, right?...
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Feb 19, 2013
02/13
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you couple that with the pain at the pump, and not a pretty picture for the u.s. consumer at this point. >> i'm not going to go the consumer route. we've been talking about the refiner trades. look at psx. in the 40s, we said it is probably going to trade its name sake, 66, and here we are north of 65. they don't seem to want to stop right now. >> i think, last time oil was at $100, i thought we hit $4 a gallon already, i can't understand, one of you guys knows the answer, why is it that gas, maybe the premise is wrong, but why is it that gas seems cheaper now with $100 oil? >> less taxes -- there's a spread, capacity inputs. not as simple as -- >> if you had the same inf infrastructure -- >> not all runs, you know, at capacity, at the same time. >> there's been a lot of shutdowns and the refining capacity is exactly what the difference is. the trade that i just want to point out that you should never be making here is the ung. if you look at the year of year basis, nat gas is up, ung is down. these things are supposed to be tethered. be really careful. names like
you couple that with the pain at the pump, and not a pretty picture for the u.s. consumer at this point. >> i'm not going to go the consumer route. we've been talking about the refiner trades. look at psx. in the 40s, we said it is probably going to trade its name sake, 66, and here we are north of 65. they don't seem to want to stop right now. >> i think, last time oil was at $100, i thought we hit $4 a gallon already, i can't understand, one of you guys knows the answer, why is it...
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Feb 11, 2013
02/13
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u.s. companies tend to do really well as long as the u.s. currency continues to be cheaper. >> all right. thank you, guys. good to see you both. thanks for joining us today. appreciate it very much. >>> up next, "the new york times" now responding to elon musk about his claim that the newspaper's test drive of a new high-end electric tesla was bogus. phil lebeau will have the latest on that. >>> then the threat of massive spending cuts hanging over the market, coming up i'll talk to gene sperling from the white house today. they want more revenue. representative tom cole says more taxes are off the table. is there any hope of a compromise to be reached? back in a moment. , , you should know that axiron is here. the only underarm treatment for low t. that's right, the one you apply to the underarm. axiron is not for use in women or anyone younger than 18. axiron can transfer to others through direct contact. women, especially those who are or who may become pregnant, and children should avoid contact where axiron is applied as unexpected sign
u.s. companies tend to do really well as long as the u.s. currency continues to be cheaper. >> all right. thank you, guys. good to see you both. thanks for joining us today. appreciate it very much. >>> up next, "the new york times" now responding to elon musk about his claim that the newspaper's test drive of a new high-end electric tesla was bogus. phil lebeau will have the latest on that. >>> then the threat of massive spending cuts hanging over the market,...
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Feb 4, 2013
02/13
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s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news story that is having significant pressure on both mcgraw-hill stock price and interestingly on that of moody's despite according to our sources there does not seem to be a case mounted against moody's president . at least at this point. >> selling off just in case though. >> absolutely. we're looking at the stock markets reaction. stay right there. we want to get reaction from brian belski and bob pisani. what about this? when you see a move like this in these stocks while we're waiting. what do you want to do? >> first off it was five ye
s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news...
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Feb 19, 2013
02/13
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that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it accelerated? it seemed to be one of the head winds cited in today's survey. >> lumber has moved up quickly. all materials costs have some element of inflation pressure, you know. our concern in the market today is cost pressure, not just from lumber but other building materials. but most importantly, land costs. so, you know, there was a lot of excess supply of land and vacant lots, especially developed lots during the recession. that supply is dwindling very quickly and so there's tightness in the land market and that puts upward pressure on
that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it...
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Feb 21, 2013
02/13
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the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story. hewlett-packard though is the focus right now. david garrity, what's your take on the quarter? >> the earnings multiple for the company, single digits, a five handle. i mean, here's a company. it's great and wonderful that they are doing better in terms of businesses that are losing share in the overall computing market, and it's thighs to see that they are getting some positive margin surprises, but the fact of the matter is hewlett-packard was initially thought to be an innovator and what we see out of corner, fine, we
the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story....
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Feb 4, 2013
02/13
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the u.s. this is not just a uk issue. it seems around the world, there is no appetite. but practically speaking, what will be the impact of this? >> i think of two elements. retailers have pretty much moved to very high margines and this product. those products are not necessarily totally restricted, but it's nothing like what is available in the early part of the season. you've got high margins, retail banking creating a lot of cash flow, but it's a very, very low growth business. you can't grow the business so far, your return will be 7%, 8%, 9% yield as an investor. the trick side is, how do you get from where you are to where you should be or where you're being told to be? i think in rbs's case, there's a better chance of getting there quicker. >> we'll leave it there. spanish prime minister march anna rajoy is meeting with angela merkel today in berlin. this ahead of parliament talks. this comes amid a corruption scandal at home that has called widespread calls for his resignation. he cam
the u.s. this is not just a uk issue. it seems around the world, there is no appetite. but practically speaking, what will be the impact of this? >> i think of two elements. retailers have pretty much moved to very high margines and this product. those products are not necessarily totally restricted, but it's nothing like what is available in the early part of the season. you've got high margins, retail banking creating a lot of cash flow, but it's a very, very low growth business. you...
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Feb 4, 2013
02/13
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about one-week yield in the u.s. in germany. if you look at uk, guilt, you can see hovering around 208, it is lower. as the flight to safety seems to have gotten renewed as yields in spain and italy reflect economies. if you look at the etf for munis, also getting life as high tide and fixed income floating all boats. for an exchange quickly, the euro dollar or euro yen, we have come off. about friday this time, trading with 137 handle. 135 and last, tyler, it is all yours. >> rick, thank you very much. our power play is ceo and founder of williams capital group, christopher williams. also sits on the boards of wal-mart, caesars entertainment, dartmouth school of business. you're a busy man, chris. >> nice to see you again. >> let's talk about the fixed income, we were just talking off camera about how large companies that have access to capital markets are coming into the debt markets because in part rates are so low. do you expect there to be a continued crush into the debt markets on the theory that we better get in now befor
about one-week yield in the u.s. in germany. if you look at uk, guilt, you can see hovering around 208, it is lower. as the flight to safety seems to have gotten renewed as yields in spain and italy reflect economies. if you look at the etf for munis, also getting life as high tide and fixed income floating all boats. for an exchange quickly, the euro dollar or euro yen, we have come off. about friday this time, trading with 137 handle. 135 and last, tyler, it is all yours. >> rick, thank...
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Feb 21, 2013
02/13
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the discretionary part of the u.s. budge set skewed toward military spending and even though the iraq war is over and afghanistan is winding down, the defense department has not turned its back. judging by what they plan on going after in order to do so, 800,000 civilian jobs instead of huge overhead meant to fight the soviet union, japan and, germany, no matter that my old pal and partner, larry kudlow has a terrific piece on cnbc.com today, which points out the entire harm from the sequester this year might come to $44 million, and that's just a quarter of 1% of our gdp. my worries is that the fed will take notice and not do the wrong thing if we go over the sequestration cliff. we thank the conclusion of the payroll tax holiday, and the rising gas prices are weighing on the consumer. does d the fed see that this coming last month when things were rosier. is this when they bail on plans to help the economy and start hurting it? the fed chief is sticking by 6.5% unemployment goal. that's still a percent before the gre
the discretionary part of the u.s. budge set skewed toward military spending and even though the iraq war is over and afghanistan is winding down, the defense department has not turned its back. judging by what they plan on going after in order to do so, 800,000 civilian jobs instead of huge overhead meant to fight the soviet union, japan and, germany, no matter that my old pal and partner, larry kudlow has a terrific piece on cnbc.com today, which points out the entire harm from the sequester...
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Feb 1, 2013
02/13
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we haven't seen significant gains in the u.s. oil price because we have pipeline concerns that pipeline taking crews from oklahoma to texas coast. that probably won't be a full capacity until the fourth quarter. that is something that leaves still that glut of oil in the middle part of the country that is something that kept a lid on the rise in the u.s. oil price. in terms of precious metals, it has been a strong day for precious metals after the jobs data and that unploemt rate is what traders are watching. one reason they think precious metals. >> so what has happened to the individual investor over that time? jane wells is in los angeles. jane? >> hi, tyler. you think of americans as being resilient and optimistic. we found more than a few who said they survived the last few years by thinking of warren buffett. the view from main street when we come back. [ male announcer ] with citibank it's easy for jay to deposit checks from anywhere. [ wind howling ] easier than actually going to the bank. mobile check deposit. easier ban
we haven't seen significant gains in the u.s. oil price because we have pipeline concerns that pipeline taking crews from oklahoma to texas coast. that probably won't be a full capacity until the fourth quarter. that is something that leaves still that glut of oil in the middle part of the country that is something that kept a lid on the rise in the u.s. oil price. in terms of precious metals, it has been a strong day for precious metals after the jobs data and that unploemt rate is what...
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Feb 14, 2013
02/13
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but here in the u.s., keeps working. and it's boring and clearly there's more cash to be put to work. >> it is boring. one thing that's not working right now is technology. and this is a sector i'm focused on. >> your top trade. >> yeah, my top trade. listen, this is hard-picking tops here, people, right? but at the end of the day, we have a lot of the super sectors in the s&p up 8-plus percent. look at the xlk, etf up 13%. no leadership here. i believe we're going to roll over pretty soon. i think we'll need a 5% sell off. i think tech -- >> is google working? >> google is one of the big ones that is working. >> and that's the one. if you look at amazon, look at apple. one takes it right from amazon, goes into apple or vice versa. and if you look at google, they're the recipient of all the money flow. >> yeah. >> no doubt. listen, there's very few things working well in technology. if you look at ibm a great example of a company th that beat -- filling the earnings. >> there ways to express a negative outlook on technol
but here in the u.s., keeps working. and it's boring and clearly there's more cash to be put to work. >> it is boring. one thing that's not working right now is technology. and this is a sector i'm focused on. >> your top trade. >> yeah, my top trade. listen, this is hard-picking tops here, people, right? but at the end of the day, we have a lot of the super sectors in the s&p up 8-plus percent. look at the xlk, etf up 13%. no leadership here. i believe we're going to roll...
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Feb 20, 2013
02/13
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the bank is selling $4.5 billion in u.s. bonds, marking its largest u.s. debt offering in two years. karen? >> i actually would hold 'em, being prepared for a bumpy ride. >> hold 'em! >> okay. >> that is another great sound effect. >> really distracting. >> next up, wendy's trading at a four-year high. recent improvements in a new menu. barron's looked at them as a possible takeout target. dan? >> there's new money in there. four-year highs. the thing is up 20% this year alone. only expected to grow sales 4% a year. trades at 30 times, 2013 earnings at a huge premium to its peers. but again, on the fundamentals alone, i'm not sure you buy this stock at four-year highs. if you are one of these people who like to put -- >> tradedown thing? they don't go to the casual restaurants, they're going to go down and have a frosty -- >> these guys are exposed to north america and what we've seen from kfc and we've seen -- these guys are having a tough time right now in the u.s., you know, so, to me, you wait for a pull-back on this one. >> can i -- i have a question.
the bank is selling $4.5 billion in u.s. bonds, marking its largest u.s. debt offering in two years. karen? >> i actually would hold 'em, being prepared for a bumpy ride. >> hold 'em! >> okay. >> that is another great sound effect. >> really distracting. >> next up, wendy's trading at a four-year high. recent improvements in a new menu. barron's looked at them as a possible takeout target. dan? >> there's new money in there. four-year highs. the thing...
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Feb 8, 2013
02/13
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we talk about u.s. stocks and i see in your notes you favor emerging markets and european stocks over the u.s. if you do go for the u.s., make sure they have good international exposure. >> yeah. we are having a good earnings season domestically right now. one of the things we are paying atension to is the fact that those u.s. companies generating a significant portion of the revenues from overseas, those are the companies carrying weight as oppose to companies generating most revenues here domestically. beyond that, yes, we like eurozone stocks. we think the best place for us to make money for our clients over the next five years would be a merging markets. now the key things to remember is that we're not necessarily saying that eurozone stocks are going to, you know, be fantastic performers this year in 2013. but when we manage on the five year time horizon, we feel over the course of the next five years, the next is emerge market stocks followed by eurozone and u.s. stocks at the end of that. >> supe
we talk about u.s. stocks and i see in your notes you favor emerging markets and european stocks over the u.s. if you do go for the u.s., make sure they have good international exposure. >> yeah. we are having a good earnings season domestically right now. one of the things we are paying atension to is the fact that those u.s. companies generating a significant portion of the revenues from overseas, those are the companies carrying weight as oppose to companies generating most revenues...
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Feb 11, 2013
02/13
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it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for good to the days where apple was, in fact, a growth stock and had the high rates of growth? is that completely a thing of the past, now that it's sharing its shareholder base? this doesn't sound like the apple of the days of yore, so, maybe $700, we won't see that for a long time? >> it brings a tear to my eye to say so, but i think that's correct, yeah. ultimately, you know, always the first question, or, if you go back to a marketing meeting with an investor a year or two ago, first question, apple. it's typically about, what's the product look like, what's going on? apple has underperformed the s&p 500 by 1500 basis po
it is in the u.s. coupled on the fact that carrier subdies are much lower typically abroad, as well. so, we think apple needs to bring in a half price phone, a $300 wholesale phone for the international markets and if they can do it and it's an be interesting form factor, that could accelerate earnings. until then, it's going to be difficult for them. >> brian, can we say good-bye for good to the days where apple was, in fact, a growth stock and had the high rates of growth? is that...
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Feb 26, 2013
02/13
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from a u.s. investors perspective all that matters is stream of stock flows under lying stock price. what happened in italy doesn't kneesly in the short-term or long-term impact that stream. >> you think the path of least resistance for u.s. markets is still up then. >> this is something, one of the smartest guys in our office, we've been talking about this for several days. certainly feels like there's a bias for higher prices. we're looking at a number of internal indicators. some we've talked about on air in the past that suggest for the immediate future the path is probably sideways at best if not lower. >> i would also like to ask about currency, louise. what do you think the implications are for the euro. whas bad for euro means a strong dollar. a strong dollar can in its turn wreak havoc in certain sectors of the u.s. economy. >> absolutely. you've seen the euro fall like a stone, as we got the italian election results came out. you literally watched it fall from buying $1.33 preelection r
from a u.s. investors perspective all that matters is stream of stock flows under lying stock price. what happened in italy doesn't kneesly in the short-term or long-term impact that stream. >> you think the path of least resistance for u.s. markets is still up then. >> this is something, one of the smartest guys in our office, we've been talking about this for several days. certainly feels like there's a bias for higher prices. we're looking at a number of internal indicators. some...
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Feb 25, 2013
02/13
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and how europe and the u.s. and asia per seceive the italian economy and how serious they are to sticking to a budget and taking debt seriously is really important to their credit rating. after this four-way election turned into this kind of chaotic result here today, we saw the italian bond drop. those yields started higher. markets are answering that question for us. it's really important. >> and in fact, as we sit here, gentlemen and sue and michelle, they're going back to the lows of the day. the dow was down 107. now we're down 106.5 points. there are some traders here at the big board who have been saying to us italy's not that big a deal for these markets. and you called this an excuse for the markets to see a selloff. what are you going to do here? >> they should sell off. the markets rallied too much. they need a reason to sell off. they have to grab something. but italy is a big deal in the moral hazard that is created if italy doesn't do the right thing and shrink government spending. they can't try t
and how europe and the u.s. and asia per seceive the italian economy and how serious they are to sticking to a budget and taking debt seriously is really important to their credit rating. after this four-way election turned into this kind of chaotic result here today, we saw the italian bond drop. those yields started higher. markets are answering that question for us. it's really important. >> and in fact, as we sit here, gentlemen and sue and michelle, they're going back to the lows of...
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Feb 11, 2013
02/13
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shares of u.s. air, the expectation the merger could be announced this week between american airlines. it continues to climb in today's session, up slightly. lowe's having after-effects of superstorm sandy. we want to touch on colgate palmolive. the company said in the first quarter it's going to have to take a 25 cents hit because the devaluation of the venezuelan currency. it receives about 5% of its sales from venezuela. after the first quarter will it take a hit of 5 cents to 7 cents a share for the rest of the year because of the devaluation. we want to touch on gold. sharon epperson will have more on this later. it's trading lower. keeping pressure on the gold stocks today. they're all weaker across the board. the dow off about 38 points. carl, back to you. >> mary, thank you so much. let's head uptown to the nasdaq and check in with seema mody. >> good morning, carl. let's start with blackberry. we're seeing shares drop at the open. the company has reportedly lost a significant enterprise cus
shares of u.s. air, the expectation the merger could be announced this week between american airlines. it continues to climb in today's session, up slightly. lowe's having after-effects of superstorm sandy. we want to touch on colgate palmolive. the company said in the first quarter it's going to have to take a 25 cents hit because the devaluation of the venezuelan currency. it receives about 5% of its sales from venezuela. after the first quarter will it take a hit of 5 cents to 7 cents a...
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Feb 1, 2013
02/13
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for example, if you were to go to the u.s. mint website you would find out that people are buying as many dollars of silver as gold. that means they're buying 50 times more physical silver than gold. >> right. >> it's only produced 11 to 1. there's 11 ounces more. for investment purposes, a lot of silver is used for industrial uses, there is only three times as much silver to buy versus gold for investment. >> thanks very much for joining us. scotty, from what is now becoming a very hot palm beach as you see here, back to you. >> beautiful live shot there. thanks so much for bringing that great interview to us. eric sprott thanks to you as well for coming on our show today. coming up on halftime the clash of the titans. one week later. we'll look back at the tale of the herbalife tape. the company is stuck in the middle of this very heated battle. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. stand
for example, if you were to go to the u.s. mint website you would find out that people are buying as many dollars of silver as gold. that means they're buying 50 times more physical silver than gold. >> right. >> it's only produced 11 to 1. there's 11 ounces more. for investment purposes, a lot of silver is used for industrial uses, there is only three times as much silver to buy versus gold for investment. >> thanks very much for joining us. scotty, from what is now becoming...
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Feb 21, 2013
02/13
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the ceo of the u.s. tire maker, titan, making industrial tires and so forth, turning done a rescue of a good year plant closed in the country. maurice taylor saying he has no interest because french workers get paid too much and they only work three hours a day. they take an hour-lunch, take another break and talk talk three hours a day. >> when we work, we work better. it may be about to go into a tail spin. could be a major story in 2013. >> could become another sick man in europe, kayla. >> i don't understand, why, if he is worried about saving french jobs, french industry minister, why he didn't go to michelin. here, maurice taylor says i will drive michelin out of business. i want michelin if i'm going to the government. >> a clothing line called rain, heat and snow. so kayla, a jacket for you for chance? >> i'm thinking probably no. if this is an attempt tocate toert younger class to make the post office relevant again, ininstead of doing something like releasing a clothing line, invest in technolo
the ceo of the u.s. tire maker, titan, making industrial tires and so forth, turning done a rescue of a good year plant closed in the country. maurice taylor saying he has no interest because french workers get paid too much and they only work three hours a day. they take an hour-lunch, take another break and talk talk three hours a day. >> when we work, we work better. it may be about to go into a tail spin. could be a major story in 2013. >> could become another sick man in...
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Feb 21, 2013
02/13
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the u.s. postal service®, no business too small. >>> it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the calls or stock questions ahead of time. play until this sound -- and then the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." dave in mississippi, dave? >> caller: hey, jim, big boo-yah to ya from columbus air force base in mississippi. my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah to ya. >> wow. what's up? >> caller: i've been looking at coach, do you think it's time to buy on the recent weakness? >> i can'
the u.s. postal service®, no business too small. >>> it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the calls or stock questions ahead of time. play until this sound -- and then the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." dave in mississippi, dave? >> caller: hey, jim, big boo-yah to ya from columbus air...
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Feb 12, 2013
02/13
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they hit 8,000 neighborhoods in the u.s. in all 50 states and announced a new financing, a peer of ours, and david has taken a board seat with the company and everything we're seeing is accelerating. we believe the local community where your neighbors are talking to each other is a specific social opportunity from facebook. >> uber, for those that don't know, it's a car service. >> it's an unbelievably magical service. a smartphone in a consumer's hand and smartphone in a driver's hand and algorithm that helps route all those things. when it hits scale, it hit scale in san francisco, pickup time is less than two minutes and changes behavior in the market. >> the time frame for taking those types of companyies publi is what, if not specific or exact, what's your train of thought? >> in the 1990s, it could be as low as three years and got extended to 10 or 11 as we went through the dry summer of the 2000s. i think today because of the way viral is playing on the internet you're seeing companies hit revenue growth rates much hi
they hit 8,000 neighborhoods in the u.s. in all 50 states and announced a new financing, a peer of ours, and david has taken a board seat with the company and everything we're seeing is accelerating. we believe the local community where your neighbors are talking to each other is a specific social opportunity from facebook. >> uber, for those that don't know, it's a car service. >> it's an unbelievably magical service. a smartphone in a consumer's hand and smartphone in a driver's...
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Feb 20, 2013
02/13
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the u.s. markets, we're looking at an update for the dow. the s&p looking to give back just a little bit, along with the nasdaq. as for the picture over in europe, some comments from germans chancellor angela merkel about the euro saying between 130 and 140 for the u.s. dollar is normal. those are the comments being focused on this morning. a mixed bag in terms of europe and take a look at the picture in asia. the nikkei, the one to focus on, closing at a 4 1/2-year high in yesterday's session. >> fresh five-years for the s&p and dow, fresh 12 years for the nasdaq, helped in part by a renewed appetite for deal making. >> cracks in the housing picture this morning, january starts to decline 8 1/2%. toll brother earnings sharply miss earnings. >> could demand for the iphone be cooling? fox con pressuring shares this morning. >>> the rally continuing with the dow and s&p having their best day in two weeks. nasdaq closing at 12-year highs. dow less than 130 points from closing at an all-time high.
the u.s. markets, we're looking at an update for the dow. the s&p looking to give back just a little bit, along with the nasdaq. as for the picture over in europe, some comments from germans chancellor angela merkel about the euro saying between 130 and 140 for the u.s. dollar is normal. those are the comments being focused on this morning. a mixed bag in terms of europe and take a look at the picture in asia. the nikkei, the one to focus on, closing at a 4 1/2-year high in yesterday's...
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Feb 22, 2013
02/13
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how big a risk is it for the u.s. in 2013? there are some drug resistant strains making their way around the world in this very infectious disease. it is happening now. make sure you are safe. that's all in the next 59 minutes. simon hobbs is my partner today. he is in for sue. >> let's focus on the economic signs today. the drop took us from record highs, let's not forget. was it the correction that so many people have warned us about? right now, you can see, we are just about to retake on this bounce, it would appear, dow down. s&p, 1513. also higher on oil but we've lost a lot this week. gold, as you can see, 1572. still way below the $1600 level. that market bouncing back clearly, sign number one, for investors heading into the weekend. sign number two comes from europe. european commission very negative on the country's economic prospects for the year. they say you will barely grow for the whole of the 27 nation eu. they will contract again in 2013. sign number three provided by the federal reserve bank of st. louis, jame
how big a risk is it for the u.s. in 2013? there are some drug resistant strains making their way around the world in this very infectious disease. it is happening now. make sure you are safe. that's all in the next 59 minutes. simon hobbs is my partner today. he is in for sue. >> let's focus on the economic signs today. the drop took us from record highs, let's not forget. was it the correction that so many people have warned us about? right now, you can see, we are just about to retake...
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Feb 19, 2013
02/13
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a u.s. firm says a group attached to the people's liberation of army have stolen data from 141 companies, including 115 u.s. companies over a seven-year period. the report is featured on the cover of tt's "new york times." kevin mandia is the founder of the group. it's a pleasure to have you with us. >> thank you for having me. >> since the report was released to the "new york times" and since that article was published, we have a response from china, knot who says cyber attacks are anonymous and transnational. it is hard to trace the origin of the attacks. that has been the problem with the tracing, where cyber attacks come from. they're often hidden. they can be disguised. how do you actually know that these attacks originate from this office building in shanghai? >> that's a great question. first, that's the same response we always again from the chinese government. mandian is not the first company to make these accusations nor about it be the last. we tracked the origins of union 61398.
a u.s. firm says a group attached to the people's liberation of army have stolen data from 141 companies, including 115 u.s. companies over a seven-year period. the report is featured on the cover of tt's "new york times." kevin mandia is the founder of the group. it's a pleasure to have you with us. >> thank you for having me. >> since the report was released to the "new york times" and since that article was published, we have a response from china, knot who...
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Feb 7, 2013
02/13
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by the way, this is not just a u.s. story. very important. 70% of their new member growth in the last quarter came from overseas. >> josh, it's expensive. it buying stocks and trading. >> this is the internet sector. can't talk about value in this sector. >> let's join on linked in and carry on the conversation. >> no, no. >> all right. the gavel comes down. doc, who made the more compelling argument? >> i'll tell you what the options players are saying right now. i think that was a decent argument, you guys. >> that sounds like a cop-out. >> it's a huge cop-out, but they're selling the 130s, 135s, and 140 calls. nobody thinks it's going up more than $7 from the 123 it's already at. >> let's get to kate kelly who has news on s.e.c. >> there's been a lot of speculation going into the redemption deadline for sac capital as to whether they're going to lose capital from the ongoing legal issues they're facing. but from my understanding, there's no way they're going to lose more than $1 billion and considerably less. one is their g
by the way, this is not just a u.s. story. very important. 70% of their new member growth in the last quarter came from overseas. >> josh, it's expensive. it buying stocks and trading. >> this is the internet sector. can't talk about value in this sector. >> let's join on linked in and carry on the conversation. >> no, no. >> all right. the gavel comes down. doc, who made the more compelling argument? >> i'll tell you what the options players are saying right...
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Feb 4, 2013
02/13
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and we go off the charts to determine whether a new financial threat to the u.s. is emerging in europe. back right after this. tdd#: 1-800-345-2550 when i'm trading, i'm totally focused. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab mobile, tdd#: 1-800-345-2550 i can focus on trading anyplace, anytime. tdd#: 1-800-345-2550 until i choose to focus on something else. tdd#: 1-800-345-2550 all this with no trade minimums. tdd#: 1-800-345-2550 and only $8.95 a trade. tdd#: 1-800-345-2550 open an account with a $50,000 deposit, tdd#: 1-800-345-2550 and get 6 months commission-free trades. tdd#: 1-800-345-2550 call 1-866-294-5411. how do you keep an older car running like new? you ask a ford customer. when they tell you that you need your oil changed you got to bring it in. if your tires need to be rotated, you h
and we go off the charts to determine whether a new financial threat to the u.s. is emerging in europe. back right after this. tdd#: 1-800-345-2550 when i'm trading, i'm totally focused. tdd#: 1-800-345-2550 tdd#: 1-800-345-2550 and the streetsmart edge trading platform from charles schwab... tdd#: 1-800-345-2550 gives me tools that help me find opportunities more easily. tdd#: 1-800-345-2550 i can even access it from the cloud and trade on any computer. tdd#: 1-800-345-2550 and with schwab...
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Feb 22, 2013
02/13
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>> yeah, i think that the u.s. situation is actually easier to be more relaxed about than the overseas one. although the overseas one is where the value is. so let's deal with the u.s. first. i do think that the -- i mean, let's understand what we're talking about growth. simon, you and i have had this conversation. i think we're talking about small amounts of growth. but i do believe that in the last quarter of last year, the first quarter of this year, you're going to see the slowest period in u.s. growth and you won't see the u.s. go into recession. outside of the u.s., you've had some very, very stimulative measures in japan, and there is a -- because that market has been the real winner, particularly if you haven't known the yen, the nikkei has been on fire. i think there's a lot of expectation for growth coming through in japan. and that really needs to be fulfilled in order for japan to go much higher. and finally, you've got china. i think that's probably where the biggest change is occurring, because there
>> yeah, i think that the u.s. situation is actually easier to be more relaxed about than the overseas one. although the overseas one is where the value is. so let's deal with the u.s. first. i do think that the -- i mean, let's understand what we're talking about growth. simon, you and i have had this conversation. i think we're talking about small amounts of growth. but i do believe that in the last quarter of last year, the first quarter of this year, you're going to see the slowest...
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Feb 19, 2013
02/13
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. >> caller: no, for u.s. economic reconstructi reconstruction, and energy holdings recently made the largest national investment in solar at $2 billion are sety and sbwr immediate union -- >> sbwr i'm not that crazy about. solar city i have to do work on. you know, it was my birthday recently. my kids said happy birthday, you ought to get a solar panel. it's like solar circuit, like circuit -- i don't want to do that, but hoar about party city? that's not there, either. but i will tell you that i think the solar city is on to something. if you can get money to put a solar panel on and cut my electric bill, you would be plenty happy. >>> matt in texas, matt? >> hi, jim. boo-yah from austin. >> man, austin, we had such a great time when we were in austin, at u.t. it was fantastic. what's up? >> caller: hey, i'm a longtime -- despite, due to -- medicare is a small book of business, which is down over 6%. do you think you have strategy, and in particular international expansion are enough to offset -- >> no, no,
. >> caller: no, for u.s. economic reconstructi reconstruction, and energy holdings recently made the largest national investment in solar at $2 billion are sety and sbwr immediate union -- >> sbwr i'm not that crazy about. solar city i have to do work on. you know, it was my birthday recently. my kids said happy birthday, you ought to get a solar panel. it's like solar circuit, like circuit -- i don't want to do that, but hoar about party city? that's not there, either. but i will...
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Feb 7, 2013
02/13
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the u.s. postal service®, no business too small. a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering whatever the world needs, when it needs it. ♪ after all, what's the point of talking if you don't have something important to say? ♪ but that doesn't mean ive don't want to make money.stor. i love making money. i try to be smart with my investments. i also try to keep my costs down. what's your plan? ishares. low cost and tax efficient. find out why nine out of ten large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectives, risks, charges and expenses. read and consider it carefully before investing. risk includes possible loss of principal. >>> down 94. were in triple digits earlier. it is february. what does this expect? it is snow and two storms are heading towards the northeast. they may merge and become a doozy beginning fr
the u.s. postal service®, no business too small. a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering whatever the world needs, when it needs it. ♪ after all, what's the point of talking if you don't have something important to say? ♪ but that doesn't mean ive don't want to make money.stor. i love making money. i try to be smart with my investments. i also try to keep...
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Feb 21, 2013
02/13
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abe because this is his first trip to u.s. while we understand that the u.s.-japan relationship is the most important bilateral relationship for gentleman pap. so to make this trip very successful is really important task for mr. abe and i think that the both sides want to reaffirm the close tie given the fact that we have seen the rising tensions, geographical tensions over north korea and over the senkaku islands. >> east asia is becoming more and more precarious. that was a quote from one professor to another. how does the political back drop complicate, if it complicates at all, the macroeconomics for japan? >> well, not really. well, i think that the very fortunately the bilateral relationship between japan and china has been improving after the september last year despite lots of noise we have heard recently. so the -- i think over time japan is going to have fda with china or korea and also with the other asian countries and then mutually try to benefit from the liberalization of trade. so i'm really optimistic on the future prospect of japan's trade. >
abe because this is his first trip to u.s. while we understand that the u.s.-japan relationship is the most important bilateral relationship for gentleman pap. so to make this trip very successful is really important task for mr. abe and i think that the both sides want to reaffirm the close tie given the fact that we have seen the rising tensions, geographical tensions over north korea and over the senkaku islands. >> east asia is becoming more and more precarious. that was a quote from...
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Feb 21, 2013
02/13
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so, you know, there is a lot of growth out there that is not u.s. that is very significant to walmart. it does move the needle. >> mike khouw, where do you fall on walmart? >> i think walmart is a fair value story right here. it's a low beta name. if we have a market pull-back, that's going to be helpful. it got ahead of itself last october and started to price like it was going to have more significant growth. i hear what karen is saying, there is an international growth story, but this is seeing top line and eps growth year on year of 5% and probably not going to see better than that. and this is really just a law of large numbers type of a thing, that even if you do see that international growth, it's just hard to push it. interesting that she compares it to amazon, you know, walmart once upon a time was that high multiple name, back in 2000 and it grew into it over time. >> all right. let's move on, talki about the housing rebound. prices marked the biggest percent gain in eight years. our next guest says that conditions have never been better t
so, you know, there is a lot of growth out there that is not u.s. that is very significant to walmart. it does move the needle. >> mike khouw, where do you fall on walmart? >> i think walmart is a fair value story right here. it's a low beta name. if we have a market pull-back, that's going to be helpful. it got ahead of itself last october and started to price like it was going to have more significant growth. i hear what karen is saying, there is an international growth story, but...
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Feb 23, 2013
02/13
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csc has exposure to u.s. government spending in europe, two areas that are not looking so hot to me. dell has to too and dell decided to go private. but the stock csc has run up 18 for the year. so david, you felt like you missed it and you didn't. at these levels i'd take some profits and see how the management does in 2013. thank you for bringing this to our attention. again, you were late. nicholas from florida asked me about bloomin' brands, blmn. i told him i wanted to compare it to the other small restaurant chains of how they're dealing with commodity costs before opining about the stock. bloomin' is the company behind outback steakhouse, carrabba's italian grill and bone fish grill, roy ws a total of more than 1,400 restaurant they either own or franchise. the average check at these places just over 20 bucks. so while it's not what you call fancy, bloom zen still at the higher end of the casual dining space versus, say, olive garden or red lobster. he with like the company's been able to meet expectat
csc has exposure to u.s. government spending in europe, two areas that are not looking so hot to me. dell has to too and dell decided to go private. but the stock csc has run up 18 for the year. so david, you felt like you missed it and you didn't. at these levels i'd take some profits and see how the management does in 2013. thank you for bringing this to our attention. again, you were late. nicholas from florida asked me about bloomin' brands, blmn. i told him i wanted to compare it to the...
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Feb 27, 2013
02/13
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i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in europe, the growth has gone the other way. it has declined and worsened there. >> i don't view europe as emerging markets are much more interesting. china, it seems to have stabilized. it had been an area of concern. i don't think it is going to surge tremendously, i think they have it under control which is a plus. i think other parts of the emerging markets are looking pretty corrective as well. >> are you at all worried that italy could upset the view and the direction of the market, at least in the near term? >>
i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in...
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Feb 18, 2013
02/13
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relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to japan and says leader less follow through with their pledge. >> we have a common approach to this and the common approach is we're not going to use currencies as a tool of economic warfare. >> and investors say the latest restructuring, natixis is up after the french lender unveils a simpler structure and the special dividend. >> and the latest polls suggest bersani's party has a narrow lead in itly. jay you're watching "worldwide exchange," bringing you business news from around the globe. >>> markets are relatively quiet, save for japan. get to
relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to...